Envoy Advisory Inc. fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Envoy Advisory Inc. charges $250 an hour and a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“$250/hour for additional hourly fees for special projects.”
- Flat or project fee
- $500
“$500 for ongoing review of Plan Sponsor directed investment option menus;”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Envoy Advisory Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are negotiable, and arrangements with each client may differ.”
- “All asset-based fees are billed in advance.”
- “For the avoidance of doubt, there are no fees payable to Envoy Advisory for the first month Envoy Advisory's advisory agreement with a client is in force.”
How Envoy Advisory Inc.’s fees compare
- Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- 2 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Colorado median of $5,250. 3% of the 214 other Colorado planners that publish a flat or project fee charge less.
- None of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
About Envoy Advisory Inc.
“Envoy provides investment advisory services predominately to plan sponsors of 403(b) retirement plans and their participants ("Plan Sponsors" and "Participants").”
- Firm size: 23 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.05% a year
- Clients
- 1,985
- Employees
- 23
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $614,952,466
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306559
- Phone
- (888) 879-1376
Can advise clients in 44 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.